Best Focused Mutual Funds January 2025

  • Hdfc Focused 30 Fund is the best performing fund in the Focused Fund category. The fund has delivered return of 16.31% in 1 year, 23.1% in 3 years, 22.1% in 5 years and 13.28% in 10 years. The category average for the same periods is 9.31%, 13.94%, 15.71% and 12.11% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 11.65, VaR of -12.81, Average Drawdown of -4.14, Semi Deviation of …
  • Invesco India Focused Fund has shown very good performance in the Focused Fund category. The fund has rank of 3 out of 23 funds in the category. The fund has delivered return of 18.38% in 1 year and 19.18% in 3 years. The category average for the same periods is 9.31% and 13.94% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 15.82, VaR of -19.52, Average Drawdown of -6.6, …
  • Mahindra Manulife Focused Fund has shown very good performance in the Focused Fund category. The fund has rank of 4 out of 23 funds in the category. The fund has delivered return of 9.56% in 1 year and 18.64% in 3 years. The category average for the same periods is 9.31% and 13.94% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 13.86, VaR of -15.22, Average Drawdown of -5.67, Semi …
  • Bandhan Focused Equity Fund has exhibited good performance in the Focused Fund category. The fund has rank of 5 out of 23 funds in the category. The fund has delivered return of 15.59% in 1 year, 15.13% in 3 years, 14.68% in 5 years and 10.8% in 10 years. The category average for the same periods is 9.31%, 13.94%, 15.71% and 12.11% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of …
  • Icici Prudential Focused Equity Fund has exhibited very good performance in the Focused Fund category. The fund has rank of 2 out of 23 funds in the category. The fund has delivered return of 14.86% in 1 year, 19.24% in 3 years, 22.64% in 5 years and 12.84% in 10 years. The category average for the same periods is 9.31%, 13.94%, 15.71% and 12.11% respectively, which shows very good return performance of fund in the category. The fund has exhibited …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
16.31% 23.10% 22.10% 14.02% 13.28% 17.65% 24.68% 23.59% 15.31% 14.53% 11.65% -6.84% -12.81% 10.24% 0.81 0.63 1.18
2
14.86% 19.24% 22.64% 15.58% 12.84% 16.21% 20.72% 24.15% 16.93% 14.18% 13.64% -10.52% -16.04% 5.15% 0.93 0.40 0.77
3
18.38% 19.18% % % % 19.96% 20.88% % % % 15.82% -15.90% -19.52% 4.03% 1.01 0.33 0.66
4
9.56% 18.64% % % % 11.37% 20.79% % % % 13.86% -10.70% -15.22% 4.45% 0.94 0.36 0.72
5
15.59% 15.13% 14.68% 10.63% 10.80% 17.09% 16.64% 16.21% 12.15% 12.42% 14.83% -14.02% -17.47% 1.32% 0.93 0.26 0.47
6
13.02% 15.14% % % % 14.72% 16.96% % % % 12.88% -12.49% -16.75% 1.79% 0.88 0.27 0.52
7
15.62% 11.83% 14.73% 13.32% 13.42% 16.59% 12.85% 15.85% 14.44% 14.52% 11.20% -13.45% -13.22% 1.46% 0.70 0.20 0.37
8
5.54% 17.30% 13.35% 11.20% 11.80% 7.15% 18.57% 14.65% 12.60% 13.29% 14.24% -12.42% -17.14% 4.11% 0.93 0.34 0.67
9
12.64% 15.18% 13.80% 11.74% 10.82% 13.82% 16.40% 15.02% 12.88% 11.86% 15.40% -15.69% -20.52% -0.43% 1.01 0.23 0.41
10
9.47% 15.02% 18.33% 13.63% 12.62% 10.35% 15.96% 19.30% 14.63% 13.75% 13.43% -11.43% -16.71% 1.31% 0.93 0.25 0.51
11
9.84% 13.90% % % % 11.31% 15.66% % % % 13.80% -12.19% -17.00% 0.41% 0.92 0.23 0.43
12
9.94% 13.71% 14.88% 12.18% 11.26% 10.98% 14.81% 15.96% 13.24% 12.37% 13.19% -11.39% -17.51% -0.38% 0.92 0.21 0.39
13
9.70% 12.51% % % % 10.83% 13.70% % % % 13.88% -14.71% -18.72% -2.01% 0.96 0.16 0.30
14
7.36% 13.46% % % % 8.65% 14.98% % % % 15.31% -15.01% -20.43% -1.38% 1.02 0.19 0.36
15
5.97% 13.89% 16.17% % % 7.51% 15.69% 18.14% % % 14.42% -11.89% -19.16% -0.84% 1.00 0.21 0.40
16
8.88% 12.18% 14.98% % % 10.39% 13.84% 16.80% % % 13.22% -12.90% -17.00% -1.77% 0.92 0.16 0.30
17
-2.11% 15.10% 19.99% 13.62% 14.09% -0.63% 17.03% 22.12% 15.38% 15.33% 16.25% -13.51% -20.60% 0.86% 1.06 0.27 0.50
18
8.28% 14.07% 17.52% 16.62% 14.48% 9.32% 15.21% 18.79% 18.02% 15.83% 13.82% -14.96% -16.99% -0.51% 0.95 0.21 0.39
19
5.88% 10.01% 14.84% % % 6.95% 11.11% 15.90% % % 12.18% -11.11% -17.85% -1.67% 0.81 0.12 0.22
20
8.49% 7.38% 14.29% % % 9.79% 8.67% 15.82% % % 12.33% -13.02% -15.80% -4.91% 0.82 0.01 -0.03
21
7.27% 12.72% 17.21% 11.72% 12.41% 8.01% 13.50% 18.02% 12.51% 13.28% 14.08% -12.02% -15.83% -2.20% 0.97 0.16 0.29
22
7.78% 5.73% 8.87% 10.03% 10.68% 8.79% 6.78% 10.02% 11.26% 11.97% 15.49% -17.34% -22.54% -9.17% 1.00 -0.02 -0.13
23
-3.42% 7.54% 8.78% 8.63% 8.87% -2.30% 8.78% 10.09% 9.94% 10.24% 15.32% -20.74% -23.57% -5.44% 0.96 0.05 0.06

Return Calculated On: 13 February 2025

Ratios Calculated On: 31 January 2025

As On: 13 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Focused Equity Fund
-0.05
-2.15
-1.42
-3.81
-4.25
9.94
13.71
14.88
12.18
11.26
13.53
Baroda BNP Paribas Focused Fund
-0.13
-4.78
-2.46
-6.80
-13.11
5.68
CANARA ROBECO FOCUSED EQUITY FUND
-0.06
-2.90
-1.15
-3.53
-1.95
13.02
15.14
Old Bridge Focused Equity Fund
0.28
-3.20
-0.73
-4.05
-7.08
9.22
Dsp Focus Fund
0.24
-3.46
-0.55
-3.72
-4.78
12.64
15.18
13.80
11.74
10.82
Edelweiss Focused Fund
0.13
-3.47
-1.75
-4.08
-5.76
11.81
Franklin India Focused Equity Fund
0.41
-2.68
-0.42
-3.92
-6.68
9.47
15.02
18.33
13.63
12.62
15.55
Hdfc Focused 30 Fund
0.13
-2.11
-0.15
-2.23
-0.59
16.31
23.10
22.10
14.02
13.28
12.97
HSBC Focused Fund
0.81
-3.83
-4.24
-6.14
-5.36
7.36
13.46
Icici Prudential Focused Equity Fund
0.15
-2.51
0.72
-3.01
-5.52
14.86
19.24
22.64
15.58
12.84
13.78
Bandhan Focused Equity Fund
0.05
-3.74
-4.33
-2.97
0.97
15.59
15.13
14.68
10.63
10.80
10.88
Iifl Focused Equity Fund
0.54
-2.96
0.24
-4.52
-8.97
8.28
14.07
17.52
16.62
14.48
Invesco India Focused Fund
0.24
-3.55
-2.93
-5.10
-3.70
18.38
19.18
ITI Focused Equity Fund
-0.28
-4.08
-2.21
-5.78
-7.51
9.88
JM Focused Fund
0.00
-4.79
-4.55
-7.14
-10.75
5.54
17.30
13.35
11.20
11.80
Kotak Focused Equity Fund
0.07
-2.80
-0.33
-4.54
-7.66
8.88
12.18
14.98
LIC MF Focused Fund
0.52
-5.27
0.82
-2.77
-7.84
8.94
Mahindra Manulife Focused Fund
0.07
-2.72
0.68
-3.16
-7.65
9.56
18.64
Mirae Asset Focused Fund
-0.44
-4.37
-3.58
-5.90
-3.29
8.49
7.38
14.29
Motilal Oswal Focused Fund
-0.43
-6.78
-8.21
-15.05
-17.91
-3.42
7.54
8.78
8.63
8.87
Quant Focused Fund
-0.05
-3.76
-2.06
-7.36
-12.74
-2.11
15.10
19.99
13.62
14.09
14.95
Nippon India Focused Equity Fund
0.27
-2.59
-1.25
-4.38
-7.86
7.27
12.72
17.21
11.72
12.41
14.99
Sbi Focused Equity Fund
0.53
-2.21
1.60
-0.17
-0.41
15.62
11.83
14.73
13.32
13.42
16.49
sundaram focused fund
-0.08
-2.16
-1.56
-4.09
-6.27
9.70
12.51
Sundaram Flexi Cap Fund
-0.08
-2.16
-1.56
-4.09
-6.27
9.70
12.51
Tata Focused Equity Fund
0.50
-3.18
-2.10
-6.74
-7.89
5.97
13.89
16.17
Union Focused Fund
0.04
-3.17
-3.01
-4.44
-5.72
5.88
10.01
14.84
UTI Focused Fund
-0.03
-3.21
-0.62
-3.50
-7.60
9.84
13.90
Axis Focused Fund
0.40
-2.64
-0.10
-3.60
-4.97
7.78
5.73
8.87
10.03
10.68
Nifty 500 Total Return Index
-0.01
-3.48
-1.44
-4.42
-7.59
6.73
14.39
17.08
13.42
12.54
12.73

As On: 13 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Focused Equity Fund
-0.05
-2.13
-1.35
-3.59
-3.81
10.98
14.81
15.96
13.24
12.37
UTI Focused Fund
-0.02
-3.18
-0.51
-3.19
-7.00
11.31
15.66
Baroda BNP Paribas Focused Fund
-0.13
-4.75
-2.31
-6.38
-12.31
7.61
Nifty 500 Total Return Index
-0.01
-3.48
-1.44
-4.42
-7.59
6.73
14.39
17.08
13.42
12.54
12.73
CANARA ROBECO FOCUSED EQUITY FUND
-0.05
-2.89
-1.03
-3.18
-1.19
14.72
16.96
Old Bridge Focused Equity Fund
0.27
-3.16
-0.63
-3.84
-6.61
10.31
Dsp Focus Fund
0.25
-3.44
-0.46
-3.47
-4.28
13.82
16.40
15.02
12.88
11.86
Edelweiss Focused Fund
0.13
-3.45
-1.63
-3.70
-5.01
13.60
Franklin India Focused Equity Fund
0.42
-2.67
-0.35
-3.72
-6.29
10.35
15.96
19.30
14.63
13.75
Hdfc Focused 30 Fund
0.13
-2.09
-0.06
-1.97
-0.04
17.65
24.68
23.59
15.31
14.53
HSBC Focused Fund
0.81
-3.81
-4.14
-5.86
-4.79
8.65
14.98
Icici Prudential Focused Equity Fund
0.15
-2.48
0.82
-2.73
-4.98
16.21
20.72
24.15
16.93
14.18
Bandhan Focused Equity Fund
0.05
-3.72
-4.23
-2.66
1.62
17.09
16.64
16.21
12.15
12.42
Iifl Focused Equity Fund
0.54
-2.94
0.33
-4.29
-8.54
9.32
15.21
18.79
18.02
15.83
Invesco India Focused Fund
0.22
-3.53
-2.85
-4.81
-3.09
19.96
20.88
ITI Focused Equity Fund
-0.27
-4.05
-2.08
-5.37
-6.66
11.94
JM Focused Fund
0.01
-4.76
-4.42
-6.77
-10.05
7.15
18.57
14.65
12.60
13.29
Kotak Focused Equity Fund
0.07
-2.78
-0.21
-4.21
-7.02
10.39
13.84
16.80
LIC MF Focused Fund
0.52
-5.25
0.89
-2.55
-7.41
9.98
Mahindra Manulife Focused Fund
0.07
-2.69
0.81
-2.77
-6.89
11.37
20.79
Mirae Asset Focused Fund
-0.44
-4.34
-3.48
-5.62
-2.71
9.79
8.67
15.82
Motilal Oswal Focused Fund
-0.43
-6.76
-8.12
-14.81
-17.43
-2.30
8.78
10.09
9.94
10.24
Quant Focused Fund
-0.05
-3.73
-1.93
-7.01
-12.08
-0.63
17.03
22.12
15.38
15.33
Nippon India Focused Equity Fund
0.28
-2.57
-1.19
-4.22
-7.54
8.01
13.50
18.02
12.51
13.28
Sbi Focused Equity Fund
0.53
-2.19
1.67
0.04
0.01
16.59
12.85
15.85
14.44
14.52
sundaram focused fund
-0.08
-2.14
-1.48
-3.85
-5.79
10.83
13.70
Sundaram Flexi Cap Fund
-0.08
-2.14
-1.48
-3.85
-5.79
10.83
13.70
Tata Focused Equity Fund
0.50
-3.16
-1.98
-6.40
-7.22
7.51
15.69
18.14
Union Focused Fund
0.00
-3.17
-2.94
-4.23
-5.27
6.95
11.11
15.90
Axis Focused Fund
0.40
-2.60
-0.02
-3.36
-4.53
8.79
6.78
10.02
11.26
11.97

As On: 13 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Focused Equity Fund
-1.69
14.91
15.95
14.92
13.53
13.73
Baroda BNP Paribas Focused Fund
-13.68
CANARA ROBECO FOCUSED EQUITY FUND
1.35
16.86
Old Bridge Focused Equity Fund
-2.63
Dsp Focus Fund
-0.23
17.44
16.58
14.95
13.20
Edelweiss Focused Fund
-2.88
Franklin India Focused Equity Fund
-4.46
15.24
18.96
17.47
15.44
16.26
Hdfc Focused 30 Fund
4.76
22.17
25.13
20.94
17.04
14.82
HSBC Focused Fund
-6.11
14.53
Icici Prudential Focused Equity Fund
0.29
20.65
21.79
19.70
16.82
14.97
Bandhan Focused Equity Fund
4.10
18.88
17.29
15.24
13.70
12.26
Iifl Focused Equity Fund
-6.24
14.64
17.42
18.08
16.86
Invesco India Focused Fund
0.61
24.99
ITI Focused Equity Fund
-5.57
JM Focused Fund
-10.09
16.85
17.45
14.85
13.61
11.91
Kotak Focused Equity Fund
-5.26
13.03
15.37
LIC MF Focused Fund
-4.24
Mahindra Manulife Focused Fund
-4.55
19.00
Union Focused Fund
-6.65
10.27
13.48
Mirae Asset Focused Fund
-2.60
8.82
12.13
Motilal Oswal Focused Fund
-24.22
2.97
7.03
8.60
9.29
Quant Focused Fund
-15.89
12.71
17.29
16.77
15.25
16.00
Nippon India Focused Equity Fund
-5.85
11.78
16.58
15.80
14.29
15.48
Sbi Focused Equity Fund
5.06
15.16
15.92
15.48
14.91
15.67
sundaram focused fund
Tata Focused Equity Fund
-7.12
13.89
16.67
UTI Focused Fund
-4.95
13.97
Axis Focused Fund
-4.94
8.82
9.10
9.79
10.94

As On: 13 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Focused Equity Fund
-0.74
16.03
17.08
16.00
14.62
Baroda BNP Paribas Focused Fund
-12.03
CANARA ROBECO FOCUSED EQUITY FUND
2.89
18.67
Old Bridge Focused Equity Fund
-1.63
Union Focused Fund
-5.73
11.40
14.62
Dsp Focus Fund
0.86
18.70
17.83
16.15
14.31
Edelweiss Focused Fund
-1.27
Franklin India Focused Equity Fund
-3.66
16.21
19.97
18.45
16.45
Hdfc Focused 30 Fund
5.97
23.70
26.74
22.35
18.32
HSBC Focused Fund
-4.94
15.99
Icici Prudential Focused Equity Fund
1.50
22.14
23.33
21.13
18.16
Bandhan Focused Equity Fund
5.50
20.45
18.84
16.74
15.25
Iifl Focused Equity Fund
-5.32
15.79
18.67
19.40
18.20
Invesco India Focused Fund
1.98
26.72
ITI Focused Equity Fund
-3.75
JM Focused Fund
-8.63
18.33
18.80
16.20
14.99
Kotak Focused Equity Fund
-3.90
14.69
17.17
LIC MF Focused Fund
-3.31
Mahindra Manulife Focused Fund
-2.95
21.11
Mirae Asset Focused Fund
-1.39
10.14
13.60
Motilal Oswal Focused Fund
-23.27
4.24
8.36
9.94
10.65
Quant Focused Fund
-14.57
14.60
19.45
18.79
16.88
Nippon India Focused Equity Fund
-5.18
12.58
17.43
16.60
15.12
Sbi Focused Equity Fund
5.96
16.17
17.02
16.59
16.01
sundaram focused fund
Tata Focused Equity Fund
-5.73
15.68
18.60
UTI Focused Fund
-3.66
15.67
Axis Focused Fund
-4.02
9.88
10.23
10.97
12.19

Performance Indicators


Calculated On: 31 January 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Focused Equity Fund -17.51 -11.39 -5.69 13.19 9.27
Canara Robeco Focused Equity Fund -16.75 -12.49 -4.73 12.88 8.99
Dsp Focus Fund -20.52 -15.69 -7.58 15.40 10.37
Franklin India Focused Equity Fund -16.71 -11.43 -5.83 13.43 9.72
Hdfc Focused 30 Fund -12.81 -6.84 -4.14 11.65 8.32
Hsbc Focused Fund -20.43 -15.01 -5.55 15.31 10.78
Icici Prudential Focused Equity Fund -16.04 -10.52 -6.42 13.64 9.74
Bandhan Focused Equity Fund -17.47 -14.02 -5.71 14.83 9.98
Iifl Focused Equity Fund -16.99 -14.96 -9.09 13.82 9.64
Invesco India Focused Fund -19.52 -15.90 -6.60 15.82 11.59
Jm Focused Fund -17.14 -12.42 -6.38 14.24 10.14
Kotak Focused Equity Fund -17.00 -12.90 -6.79 13.22 9.25
Mahindra Manulife Focused Fund -15.22 -10.70 -5.67 13.86 10.02
Mirae Asset Focused Fund -15.80 -13.02 -5.84 12.33 8.70
Motilal Oswal Focused Fund -23.57 -20.74 -7.55 15.32 11.19
Quant Focused Fund -20.60 -13.51 -6.79 16.25 11.39
Nippon India Focused Equity Fund -15.83 -12.02 -6.50 14.08 9.66
Sbi Focused Equity Fund -13.22 -13.45 -4.22 11.20 7.61
Sundaram Focused Fund -18.72 -14.71 -6.21 13.88 9.90
Sundaram Flexi Cap Fund -18.72 -14.71 -6.21 13.88 9.90
Tata Focused Equity Fund -19.16 -11.89 -4.94 14.42 10.21
Union Focused Fund -17.85 -11.11 -5.32 12.18 8.78
Uti Focused Fund -17.00 -12.19 -5.09 13.80 9.54
Axis Focused Fund -22.54 -17.34 -7.84 15.49 10.60

Calculated On: 31 January 2025

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Focused Equity Fund
0.39
0.21
0.58
0.37
-0.38
0.92
0.96
0.06
1.07
-1.4200
Canara Robeco Focused Equity Fund
0.52
0.27
0.62
0.39
1.79
0.88
0.91
0.08
1.21
0.1600
Dsp Focus Fund
0.41
0.23
0.53
0.41
-0.43
1.01
0.85
0.06
1.10
-0.2600
Franklin India Focused Equity Fund
0.51
0.25
0.66
0.42
1.31
0.93
0.93
0.07
1.20
0.3200
Hdfc Focused 30 Fund
1.18
0.63
1.27
0.41
10.24
0.81
0.94
0.17
1.91
7.6700
Hsbc Focused Fund
0.36
0.19
0.50
0.42
-1.38
1.02
0.87
0.05
1.04
-1.1400
Icici Prudential Focused Equity Fund
0.77
0.40
0.87
0.38
5.15
0.93
0.91
0.11
1.48
4.1900
Bandhan Focused Equity Fund
0.47
0.26
0.59
0.40
1.32
0.93
0.78
0.07
1.16
0.4500
Iifl Focused Equity Fund
0.39
0.21
0.50
0.38
-0.51
0.95
0.92
0.06
1.07
-1.2000
Invesco India Focused Fund
0.66
0.33
0.69
0.40
4.03
1.01
0.80
0.10
1.38
4.1700
Jm Focused Fund
0.67
0.34
0.76
0.38
4.11
0.93
0.84
0.10
1.38
3.2000
Kotak Focused Equity Fund
0.30
0.16
0.48
0.40
-1.77
0.92
0.96
0.04
0.97
-2.7700
Mahindra Manulife Focused Fund
0.72
0.36
0.84
0.37
4.45
0.94
0.90
0.11
1.43
3.6700
Mirae Asset Focused Fund
-0.03
0.01
0.28
0.37
-4.91
0.82
0.86
0.00
0.59
-7.3400
Motilal Oswal Focused Fund
0.06
0.05
0.25
0.40
-5.44
0.96
0.76
0.01
0.71
-6.0100
Quant Focused Fund
0.50
0.27
0.66
0.35
0.86
1.06
0.83
0.08
1.20
1.6700
Nippon India Focused Equity Fund
0.29
0.16
0.51
0.39
-2.20
0.97
0.92
0.04
0.96
-2.6300
Sbi Focused Equity Fund
0.37
0.20
0.48
0.38
1.46
0.70
0.76
0.06
1.04
-2.5000
Sundaram Focused Fund
0.30
0.16
0.45
0.36
-2.01
0.96
0.93
0.04
0.97
-2.5600
Sundaram Flexi Cap Fund
0.30
0.16
0.45
0.36
-2.01
0.96
0.93
0.04
0.97
-2.5600
Tata Focused Equity Fund
0.40
0.21
0.59
0.37
-0.84
1.00
0.94
0.06
1.08
-0.8600
Union Focused Fund
0.22
0.12
0.46
0.37
-1.67
0.81
0.88
0.03
0.87
-4.1200
Uti Focused Fund
0.43
0.23
0.59
0.44
0.41
0.92
0.87
0.06
1.12
-0.6500
Axis Focused Fund
-0.13
-0.02
0.17
0.41
-9.17
1.00
0.82
-0.02
0.48
-9.1300

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Focused Equity Fund 13,192.80 11,889.48 52,930.80 44,951.90 120,042.00 89,469.42 187,790.40 143,072.08 348,804.00 243,366.48 1,207,890.00 553,071.24
Baroda BNP Paribas Focused Fund 12,681.60 11,085.94
CANARA ROBECO FOCUSED EQUITY FUND 13,562.40 12,087.94 54,957.60 46,227.42
Old Bridge Focused Equity Fund 13,106.40 11,827.28
Dsp Focus Fund 13,516.80 11,985.24 55,004.40 46,607.76 114,522.00 90,866.40 182,641.20 143,214.62 335,184.00 239,080.32
Edelweiss Focused Fund 13,417.20 11,811.28
Franklin India Focused Equity Fund 13,136.40 11,706.29 54,774.00 45,164.34 139,182.00 96,324.12 205,489.20 156,736.69 393,924.00 269,569.32 1,573,218.00 688,613.58
Hdfc Focused 30 Fund 13,957.20 12,308.93 67,150.80 49,803.01 162,816.00 111,847.44 210,403.20 177,376.08 417,576.00 293,846.28 1,121,202.00 607,816.98
HSBC Focused Fund 12,883.20 11,596.63 52,585.20 44,706.31
Icici Prudential Focused Equity Fund 13,783.20 12,019.02 61,030.80 48,759.80 166,452.00 103,191.30 231,445.20 169,707.72 401,736.00 290,423.04 1,248,588.00 615,420.18
Bandhan Focused Equity Fund 13,870.80 12,266.52 54,932.40 47,566.84 118,992.00 92,454.24 170,410.80 144,726.20 334,524.00 245,612.04 847,548.00 487,204.56
Iifl Focused Equity Fund 12,993.60 11,587.97 53,434.80 44,777.92 134,496.00 92,761.80 246,388.80 160,156.16 463,932.00 290,935.68
Invesco India Focused Fund 14,205.60 12,039.55 60,940.80 51,778.55
ITI Focused Equity Fund 13,185.60 11,633.17
JM Focused Fund 12,664.80 11,330.24 58,100.40 46,216.22 112,266.00 92,816.82 176,568.00 142,726.92 366,108.00 244,365.24 472,938.48
Kotak Focused Equity Fund 13,065.60 11,653.50 50,821.20 43,748.71 120,576.00 88,205.64
LIC MF Focused Fund 13,072.80 11,721.42
Mahindra Manulife Focused Fund 13,147.20 11,700.32 60,112.80 47,646.83
Union Focused Fund 12,705.60 11,560.80 47,923.20 42,023.30 119,844.00 84,187.20
Mirae Asset Focused Fund 13,018.80 11,829.12 44,571.60 41,135.00 117,006.00 81,406.86
Motilal Oswal Focused Fund 11,589.60 10,351.39 44,766.00 37,679.87 91,392.00 71,672.82 149,898.00 114,118.54 280,812.00 194,141.64
Quant Focused Fund 11,746.80 10,934.69 54,889.20 43,546.90 149,238.00 92,464.92 205,363.20 152,871.77 448,224.00 266,889.36 1,455,282.00 673,561.08
Nippon India Focused Equity Fund 12,872.40 11,613.94 51,555.60 42,965.93 132,732.00 90,873.66 182,431.20 147,631.85 386,568.00 253,488.36 1,463,004.00 643,452.84
Sbi Focused Equity Fund 13,874.40 12,328.31 50,353.20 45,113.04 119,280.00 89,398.68 201,616.80 145,991.24 422,580.00 262,018.32 1,776,312.00 654,135.12
sundaram focused fund 13,164.00 51,267.60
Tata Focused Equity Fund 12,716.40 11,529.38 53,182.80 44,296.96 126,930.00 91,078.56
UTI Focused Fund 13,180.80 11,673.76 53,200.80 44,352.76
Axis Focused Fund 12,933.60 11,674.56 42,555.60 41,139.07 91,764.00 75,499.38 163,984.80 119,093.52 331,116.00 211,876.80

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Focused Equity Fund 13,317.60 11,951.62 54,478.80 45,680.62 125,790.00 91,981.08 200,617.20 148,688.23 385,140.00 257,912.40
Baroda BNP Paribas Focused Fund 12,913.20 11,198.76
CANARA ROBECO FOCUSED EQUITY FUND 13,766.40 12,188.21 57,607.20 47,425.57
Old Bridge Focused Equity Fund 13,237.20 11,892.92
Union Focused Fund 12,834.00 11,622.44 49,377.60 42,724.58 125,490.00 86,592.54
Dsp Focus Fund 13,658.40 12,056.06 56,772.00 47,448.43 120,768.00 93,695.70 196,198.80 149,501.02 368,124.00 253,775.88
Edelweiss Focused Fund 13,632.00 11,916.88
Franklin India Focused Equity Fund 13,242.00 11,759.33 56,131.20 45,798.88 144,972.00 98,728.02 218,442.00 162,299.17 435,048.00 284,607.48
Hdfc Focused 30 Fund 14,118.00 12,386.46 69,768.00 50,873.72 172,998.00 116,233.56 227,673.60 186,484.03 466,152.00 314,885.64
HSBC Focused Fund 13,038.00 11,675.02 54,720.00 45,657.61
Icici Prudential Focused Equity Fund 13,945.20 12,097.46 63,334.80 49,785.52 176,934.00 107,103.66 250,992.00 178,558.21 452,040.00 312,068.04
Bandhan Focused Equity Fund 14,050.80 12,356.33 57,128.40 48,627.97 127,146.00 96,043.02 187,420.80 152,689.32 386,892.00 266,796.24
Iifl Focused Equity Fund 13,118.40 11,649.84 55,051.20 45,526.61 141,906.00 95,629.56 267,960.00 167,899.79 521,688.00 312,841.20
Invesco India Focused Fund 14,395.20 12,128.83 63,586.80 53,020.37
ITI Focused Equity Fund 13,432.80 11,753.41
JM Focused Fund 12,858.00 11,428.07 60,008.40 47,201.00 118,836.00 95,954.04 192,729.60 149,775.61 418,044.00 263,201.16
Kotak Focused Equity Fund 13,246.80 11,743.39 53,110.80 44,809.56 130,416.00 92,200.80
LIC MF Focused Fund 13,197.60 11,782.93
Mahindra Manulife Focused Fund 13,364.40 11,806.64 63,442.80 49,076.10
Mirae Asset Focused Fund 13,174.80 11,908.75 46,202.40 41,945.36 125,022.00 84,437.52
Motilal Oswal Focused Fund 11,724.00 10,418.36 46,342.80 38,412.79 97,008.00 74,100.36 163,027.20 119,715.29 318,024.00 208,710.84
Quant Focused Fund 11,924.40 11,025.12 57,708.00 44,754.98 162,984.00 97,476.54 228,597.60 164,264.10 499,524.00 291,294.36
Nippon India Focused Equity Fund 12,961.20 11,658.65 52,642.80 43,464.31 137,376.00 92,778.90 191,721.60 151,944.49 417,660.00 265,057.44
Sbi Focused Equity Fund 13,990.80 12,386.04 51,742.80 45,773.89 125,220.00 91,854.48 215,989.20 151,894.60 465,396.00 278,020.44
sundaram focused fund 13,299.60 52,912.80
Tata Focused Equity Fund 12,901.20 11,622.17 55,742.40 45,450.22 138,078.00 95,482.86
UTI Focused Fund 13,357.20 11,759.81 55,695.60 45,449.28
Axis Focused Fund 13,054.80 11,735.80 43,830.00 41,785.85 96,714.00 77,654.94 177,282.00 124,235.08 371,604.00 226,543.92